GoodRx: A One Big Beautiful Bill Act Beneficiary

Summary

• GoodRx connects uninsured and underinsured consumers with prescription discounts, acting as a broker between consumers, PBMs, and pharmacies.
• Recent OBBBA legislation will significantly cut Medicaid spending, leaving millions more Americans uninsured or underinsured over the next decade.
• GoodRx stands to benefit as its platform becomes increasingly relevant for the growing population losing Medicaid coverage and seeking affordable prescriptions.
• With nearly 40% of its user base impacted by these changes, GDRX stock is well positioned for renewed growth as healthcare coverage gaps widen.

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Company Overview

GoodRx Holdings (NASDAQ:GDRX) is a healthcare technology company that leverages its patented screening technology to find prescription coupons for uninsured or underinsured consumers. The Company works with pharmacy benefit managers (PBMs) and pharmacies to source coupons and

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in GDRX over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.